Client Login
WELCOME TO THE BLOG
Insights, ideas and inspiration to fuel your best financial life
When it comes to managing your finances, taxes are often viewed as a chore—a once-a-year task that revolves around gathering documents, filling out forms, and submitting them to the IRS. However, as Max Pollock,…
Want your wealth to stand the test of time? Looking for Estate Planning Tips? Estate planning is one of the most important steps you can take to secure your legacy and protect your loved…
Financial Updates 2025 Looking for 2026 Updates? We got you covered here. The start of a new year always brings a fresh perspective and an opportunity to refine your financial strategies. For 2025, several…
Retirement planning often requires balancing income needs with the desire for portfolio growth. One popular strategy for achieving both is investing in dividend paying stocks. These investments offer a unique combination of regular income…
When planning for retirement, the question often arises: Should I buy an annuity? Annuities are often touted as a reliable option for ensuring steady income during retirement, but they come with their own set…
Shift into Retirement The shift into retirement is one of the most significant life transitions, yet it’s often overlooked as a time of emotional and mental adjustment. Moving from the routine of full-time work…
hi! we're bonfire financial
We are an independent RIA & CFP® helping you plan for all of life’s adventures.
Recent Posts
401(k) Mistakes That Could Cost You More in Retirement For years, I did exactly what many Americans do with their retirement savings. I put money into a Traditional 401(k), took the tax deduction, and…
Do You Still Need a Financial Advisor in the Age of AI? Artificial intelligence can analyze investments, run retirement projections, compare tax strategies, and process enormous amounts of financial information in seconds. That raises…
